bring your data to life with power bi
TRANSCRIPT
Bring your data to life with Power BI Jen UnderwoodSr. Program Manager, BIChief Evangelist
Today, BI extends to everyone
Everyone
Analyst to end user
IT to end user
2nd waveSelf-service BI
1st waveTechnical BI
3rd waveEnd user BI
Turning data into business insights is challenging
Common BI challenges include…
Multiple data sourcesData residing in SaaS solutions and other external locations is difficult to access and refresh securely
End-to-end viewData often resides in disparate locations, making it difficult to see a complete picture of your business
Right data for the right users at the right time
Different roles have different needs and business users need the latest operational data
Feature
• Power BI is a cloud-based business analytics service that enables• fast and easy access to your data• a live 360º view of your business• data discovery and exploration• insights from any device• collaboration across your
organization• anyone to visualize and analyze
data
Power BIExperience your data. Any data, any way, anywhere
Key benefits and differentiators of Power BI
Pre-built dashboards and reports for popular SaaS solutions
Integrated with familiar Microsoft products and utilizes commitment for scale & availability in Azure
Intuitive data exploration using natural language query
Real-time dashboard updates
Fast deployment, hybrid configuration, secure, and integrated with existing IT systems.
Secure, live connection to your data sources, on-premises and in the cloud
Power BI Overview
Data sources
Power BI service
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google analytics
On-premises datae.g. Analysis Services
Custom content packsCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Excel filesWorkbook data / data models
Power BI Desktop filesData from files, databases, Azure, and other sources
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaboration
Power BI
Natural language query
Reports
Datasets0100110101
Power BI Overview
Power BI REST APIsPower BI Desktop
Prepare Explore ShareReport
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Data sources
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google analytics
On-premises datae.g. Analysis Services
Custom content packsCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Excel filesWorkbook data / data models
Power BI Desktop filesData from files, databases, Azure, and other sources
Power BI
Power BI service
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets0100110101
Feature Free sign up in seconds
Get started with pre-built content packs for popular SaaS solutions or for your organization
Content packs includeo pre-configured dashboardso reportso data modelso embedded queries
Create interactive and real-time dashboards with visualizations
Drill down into underlying reports to uncover more insights
Automatic data refresh is built-in
Microsoft Dynamics Marketing
QuickBooks
Get started quickly
* Please refer to this site for up to date list of SaaS partners
Feature
Different ways to build reportso import data from various data sources o upload pre-existing reportso construct interactive reports from scratch
Pin charts from reports to a dashboard with one click
Edit your reports and dig deeper into your data byo adding and removing fieldso changing visualization typeso creating new visualizationso adding / deleting visualizations and pages
from the report
Build interactive dashboards from reports
Feature
Visualize data in a variety of ways
Growing number of visualization typeso including donuts, basic area, waterfall, filled
maps, tree maps, funnel, gauges combo charts and more
Cross-filter across visualizations within a report to surface new insights
See your data the way you want it
Feature
Access dashboards using native mobile apps for Windows, iOS and Android
Set favorites for important visualizations
Zoom in and out of a visualization
Annotate visualization and share snapshot with others
Configure alerts to get notifications on critical business KPIs
Stay connected from any device
Feature
Type questions in plain language – Power BI Q&A will provide the answers
Q&A intelligently filters, sorts, aggregates, groups and displays data based on the key words in the question
Pin the answers to your dashboard
Set up data models with natural key phrasing to enable the best results
Ask questions of your data - the way you would ask a person
Feature
Easily share dashboards and reports across your organization
Sharing can be controlled and enabled by IT using Office 365 groups
Changes to dashboards automatically sync across all users
Datasets for dashboards and reports reside in the group’s workspace.
Collaborate and share dashboards in your organization
Feature
Keep all your data current
Real-time dashboardso using the Power BI REST API oro with built-in Azure Stream Analytics integration
Live connectivityo data is updated as user interacts with
dashboard or reporto to existing on-premise sources, e.g. Analysis
Services, with auto-refresho to Azure SQL Database with auto-refresh
Automatic or scheduled refreshes o regardless of where data liveso SaaS data sources (automatic)o Schedule refreshes for on-premise data sources
with Personal Gateway
Data refresh architecture
Live query
Popular SaaS Solutions
Live dashboards and reports
Dynamics Marketing
Power BI
SQL Server Analysis Services (SSAS)
Secure Credential Store
Feature
Scheduled refresh with Power BI Personal Gateway
Personal Gateway empowers the business analyst to securely and easily refresh on-premise data
No help from IT required to setup Personal Gateway (on local machine) or schedule refreshes
With the Power BI Desktop or Excel and the Personal Gateway, data from a wide range of on-premises sources can be imported and kept it up-to-date
Feature
Data from your organizationo Content published by others in your
org (organizational content packs) Data from services
o SaaS services that you already useo Office 365 for Admin reporting
Data from fileso Import data from Excel or Power BI
Desktop Big data and more
o Azure data services, e.g. HDI, ASA, AML etc.
o On-premises data sources, e.g. SSAS
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
Data sources
CustomCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Built-in connectivity for all your data
Feature
Connect to cloud services you already use - popular SaaS solutions
Quickly start with solution-specific content packs which includeo pre-configured dashboardso reportso data modelso embedded queries
Explore data with fast data processing
Automatic data refresh is built-in
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
Data sources
CustomCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Start discovering business insights right away
* Please refer to this site for up to date list of SaaS partners
Microsoft Dynamics Marketing
QuickBooks
Feature
Connect live to your existing on-premises data, including SQL Server Analysis Serviceso You can keep your data on-premises
and enable BI analysts / end users to create Power BI reports
o Connect to and refresh data securely via Azure Service Bus (SSL encrypted connection)
o Service Bus only uses an outbound port, it does not require an inbound port to be opened on the on-premises firewall
Live Power BI dashboards and reports
Cloud
On-premises
SQL Server Analysis Services
Live Query
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
Data sources
CustomCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Connect live to your on-premises data
Feature
Realize the benefits of a SaaS-based BI solution without moving your data to the cloud
Everything in the service is encrypted - Power BI uses HTTPS for all traffic
For on-premise sources, e.g. SSAS, role-based and row-level data security is applied
Data remains on-premise, only query is stored in Power BI
Power BI requires valid accounts that meet the requirements of the specific data source
Please see table for authentication methods
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
Data sources
CustomCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Keep your data where it is and connect securely
Authentication method
Select data sourcesthat use this method
BasicSQL Azure, Marketo, ODATA Feed
Account keyBlob store. Table store, HDInsight
OAuthSalesforce, Google Analytics, ODATA Feed
Marketplace key Azure Marketplace
Anonymous ODATA Feed, Web
Data authentication methods
Feature
Content packs make it easier and faster for users to explore the data
Content packs includeo pre-built dashboardso reportso pre-defined data modelso embedded queries
IT works with business analysts to create content packs for your organization
Custom connectors can be developed for you unique data sources
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
Data sources
CustomCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Get immediate insights into your organization
Your organizational content pack here
Global Sales
Feature
Additional Azure service integration
planned
Connect directly to data from Azure services, includingo Azure SQL Databaseo Azure SQL Database Auditingo Azure Stream Analyticso Azure SQL Data Warehouse
Integration with Azure HDInsight along with its components including SPARK
Push live, streaming data from Azure Stream Analytics with built-in destination for Power BI for real-time dashboards at any scale
Integration with other Azure services will open up new scenarios, without writing thousands of lines of code
Azure Stream Analytics
SQL Azure
Additional Azure service integration planned
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
Data sources
CustomCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Consume structured/unstructured data using other Azure services
Feature
Use an Excel workbook (2007-2013) as a dataset for your dashboards and reports
Upload Excel workbooks fromo your computero OneDrive for Business or Personalo SharePoint Online
Any changes to a workbook on OneDrive or SharePoint Online appear automatically in the dashboards and reports
Get data and reports from your Power BI Desktop files
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
Data sources
CustomCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel files
Connect to your data from files
What is Power BI Desktop ? Create Power BI ContentConnect to data and build reports for Power BI
Feature
Acquire and prepare data with extensive query capabilities
Establish data structure and transform and analyze data
Explore data in new ways through a freeform, drag-and-drop canvas
Author reports with a broad range of modern data visualizations
Publish interactive reports to powerbi.com
What can you do with Power BI Desktop ?
Share &collaborate
Report
Explore
Prepare
Prepare, explore, report and collaborate with Power BI Desktop
Feature
Use Query functionality to connect to data from a variety of sources beyond those available from powerbi.com
Navigate data quickly with in-memory processing that optimizes performance
Pare down datasets to only what’s needed by editing queries before data loading
Category File Database Azure Other
Data sources supported—more sources are continually added
Bold source = available exclusively on Power BI
• Excel• CSV• XML• Text• JSON• Folder
• SQL Server Database• Access Database• SQL Server Analysis
Services Database• Oracle Database• IBM DB2 Database• MySQL Database• PostgreSQL Database• Sybase Database• Teradata Database
• Microsoft Azure SQL Database
• Microsoft Azure Marketplace
• Microsoft Azure HDInsight
• Microsoft Azure Blob Storage
• Microsoft Azure Table Storage
• Web• SharePoint List• OData Feed• Hadoop File (HDFS)• Active Directory• Microsoft Exchange• Dynamics CRM Online• Facebook• Google Analytics• SAP Business Objects
BI Universe• Salesforce Objects• Salesforce Reports• ODBC Query• ODBC Tables
Data sources available through Power BI Desktop
Share &collaborate
Report
Explore
Prepare
Consolidate data from a broad range of sources
What can you do with Power BI Desktop ?
Feature
• Remove rows or columns
• Change a data type
• Pivot columns and group rows
• Modify a table name
• Identify and fix errors
• Merge or append queries to combine data from multiple queries into a single query
Common data-shaping tasks
Transform data to fit your needs using intuitive UIo Select data for inclusion o Cleanse data and remove errorso Precisely tune the query step
sequence: re-order, add, edit or delete steps as needed
o Modify data types to support specific calculation requirements
Very powerful for advanced scenarios (M, Mashups)
Share &collaborate
Report
Explore
Prepare
Shape data into the format and structure you need
What can you do with Power BI Desktop ?
Feature
Automatically create a model by importing datao Relationships are detected automatically,
data is categorized and default summarization is applied
Refine models to enable complex calculationso Create relationships between tables
manually or using the AutoDetect featureo Adjust relationship type (1:1, many:
many, m:1) and cross-filter data for new insights
Define calculations – known as measures – to generate new fields for use in reportso Use auto-generated measures, or create
custom measures with Data Analysis Expressions (DAX) formulas
Develop advanced analytics using a combination of measures and relationships o Uncover correlations, highlight
exceptions and understand business outcomes
Share &collaborate
Report
Explore
Prepare
Create rich data models with formulas and relationships
What can you do with Power BI Desktop ?
Feature
Explore data in a variety of ways and across multiple visualizationso Select data elements and
sort datao Filter data and use cross-
filter capabilitieso Drill into and across datasetso Pivot and slice datao Change visualization types
Select, transform and mashup data via a freeform, drag-and-drop canvas
Share &collaborate
Report
Explore
Prepare
Explore your data with freeform, drag and drop canvas
What can you do with Power BI Desktop ?
Feature
Visualize data and easily author reports o Depict data in compelling
reports that tell stories using a range of interactive visualizations
o Use data from different sources in a single, consolidated report
Share &collaborate
Report
Explore
Prepare
Deliver valuable insights with highly visual reports
What can you do with Power BI Desktop ?
Feature
Save Power BI Desktop report files and easily publish them to Power BI
Share as appropriate with other Power BI users in your organization (can be controlled and managed with O365 groups)
Changes to dashboards automatically sync across all users
Share &collaborate
Report
Explore
Prepare
Share your reports and visualizations with a broad audience
What can you do with Power BI Desktop ?
Feature
Push dataPush data directly from an application into Power BI
Integration
Add Power BI to existing application workflows
Enable real-time content management and monitoring so users can uncover the latest insights from device, sensor and application data
Real-time
Content packs
Develop & publish custom content packs that make it easy for users to explore data
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Power BI REST APIs
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Develop exactly what your organization needs
Feature
Open APIs for integration
Programmatically access Power BI resources (datasets, tables)
Use the REST API to push data directly from your application into Power BI
Uncover real-time insights from devices, sensors and applications
Azure Active Directory and OAuth 2.0 for user authentication
IT challenges
Management of BI systems
Variety of data sources
Managing data in the cloud
Integration with existing environment
Keeping data current
Ease of use and adoption
Power BI SaaS Service
Power BI User Account
Your Service or Application
Push Data Component
Push Content Component
Datasets ReportsDashboard
s
AAD User
Anonymous
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Power BI REST APIs
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